Coinbase Global Crescita futura
Criteri Future verificati 3/6
Coinbase Global prevede che gli utili e i ricavi cresceranno rispettivamente di 32% e 9.4% all'anno. Si prevede che l'EPS crescerà di 28.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 12.4% in 3 anni.
Informazioni chiave
32.0%
Tasso di crescita degli utili
28.32%
Tasso di crescita dell'EPS
| Capital Markets crescita degli utili | 11.7% |
| Tasso di crescita dei ricavi | 9.4% |
| Rendimento futuro del capitale proprio | 12.39% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 22 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Seeking Alpha • May 23
Coinbase: Decaying Subscription And Services Revenue Is A Red Flag (Rating Downgrade)
Summary Coinbase faces a downgrade to neutral due to disappointing Q1 earnings and evaporating adjusted EBITDA. COIN's subscription and services revenue, once a key growth driver, decelerated materially, undermining the prior investment thesis. The stock has declined ~20% YTD and ~30% over twelve months, with few near-term catalysts for rebound. Market leadership has shifted to AI-linked hardware and semiconductors, while crypto and software assets like COIN have underperformed. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 08
COIN: Regulatory Progress Around Clarity Act Will Support Long Term Upside
Coinbase Global's updated analyst price target has shifted from about $510 to roughly $373, as analysts factor in more moderate revenue growth expectations alongside higher projected profit margins. The change reflects mixed views on crypto trading volumes, regulatory outcomes and the impact of recent workforce and cost actions.
Aggiornamento della narrazione • Apr 23
COIN: CLARITY Act Stalemate Will Limit Future Stablecoin Fee Potential
Analysts kept the central $120 price target for Coinbase unchanged, while recent revisions in their models reflect a higher discount rate, softer profit margin expectations, and a higher future P/E as they balance mixed research views on regulation, trading volumes, and stablecoin-related earnings power. Analyst Commentary Recent Street research around Coinbase Global shows a wide spread in price targets and ratings, with some firms lifting targets on crypto sentiment and stablecoin activity while others turn more cautious on earnings power, regulation, and trading volumes.
Nuova narrazione • Apr 20
Coinbase Global (COIN): The Digital Gateway and the "Bitcoin Halving" Aftermath
Coinbase Global (COIN) , the premier regulated gateway for the digital asset economy, enters Monday, April 20, 2026 , on a date of immense symbolic and mechanical significance: the second anniversary of the 2024 Bitcoin halving. Trading at $218.40 following a volatile session, the stock is navigating a "Post-Halving Maturity" phase where institutional flows now outweigh retail speculation.Aggiornamento della narrazione • Apr 08
COIN: CLARITY Act Impasse And Stablecoin Yield Limits Will Pressure Fee Pools
Analysts kept the fair value estimate for Coinbase Global steady at $120 but slightly adjusted model inputs such as the discount rate, revenue growth, profit margin, and future P/E. These changes followed a wave of mixed price target revisions that reflected both weaker trading volumes and regulatory uncertainty, as well as improving stablecoin activity and crypto sentiment.Aggiornamento della narrazione • Mar 24
COIN: CLARITY Act Stablecoin Yield Restrictions Will Pressure Future Fee Pools
Narrative Update The analyst price target on Coinbase has shifted toward the lower end of a wide $120 to $440 range, as analysts weigh recent target cuts, modest model tweaks to discount rates and margins, and mixed views on CLARITY Act outcomes, stablecoin economics, and crypto trading volumes. Analyst Commentary Recent research paints a split picture on Coinbase, with some large banks pointing to long term opportunities around regulation, stablecoins, and product expansion, while a group of bearish analysts continues to flag execution and valuation risks.Aggiornamento della narrazione • Mar 10
COIN: CLARITY Act Stablecoin Loophole Resolution Will Erode Future Fee Pools
Coinbase Global's analyst price target holds at $120 as analysts balance a wide range of recent target cuts and more cautious crypto assumptions with ongoing debate over regulatory outcomes and the company's longer term role in the sector. Analyst Commentary Recent research on Coinbase Global shows a wide gap between bullish and bearish views, with some firms trimming targets but staying constructive while others lean hard into caution on regulation, trading volumes, and competitive positioning.Aggiornamento della narrazione • Feb 24
COIN: Regulatory Uncertainty Around CLARITY Act Will Pressure Future Profitability
We are lowering our Coinbase Global analyst price target estimate to $120 from $188, reflecting analysts' revised assumptions for softer revenue trends, compressed profit margins, and a higher future P/E multiple. Recent research points to pressure from weaker crypto trading volumes, regulatory uncertainty around the CLARITY Act, and a broad reset of earnings expectations across brokers and exchanges.
Nuova narrazione • Feb 21
Coinbase and the anniversary of the Bybit hack: Lessons for Investors
The Bybit explosion in February 2025 was one of the largest cybersecurity events in the history of digital assets. A sophisticated social engineering attack on a third party wallet provider allowed attackers to authorise illegitimate transfers and drain over 400 000 Ethereum worth over $1.4 billion USD, sending shockwaves through the market and highlighting persistent security vulnerabilities in crypto infrastructure (Kuhn, 2025; Carter, 2025).Aggiornamento della narrazione • Feb 10
COIN: Product Expansion And Tokenization Potential Will Shape Future Profitability
Analysts have trimmed their fair value estimate for Coinbase Global from US$197.56 to about US$188.00, reflecting lower price targets across the Street as they factor in softer recent trading volumes, reduced profit margin assumptions, modestly weaker revenue growth, and a slightly lower future P/E multiple, despite ongoing product expansion and mixed views on crypto regulation and competition. Analyst Commentary Street research on Coinbase Global over recent months has tilted more cautious, with several firms cutting price targets and reassessing the balance between product momentum and execution risk.Aggiornamento della narrazione • Jan 26
COIN: ETF Pressure And Product Expansion Will Shape Future Profitability Balance
Narrative Update: Coinbase Global Analysts have trimmed their fair value estimate for Coinbase Global from about US$209 to roughly US$198, reflecting slightly softer volume expectations, modestly lower long term profit margins, and a lower future P/E multiple. They are factoring in recent price target cuts tied to weaker Q4 trading activity, mixed crypto pricing, USDC trends, potential pressure from low cost bitcoin ETFs, and ongoing uncertainty around US market structure legislation, partially offset by continued confidence in Coinbase's product expansion and "everything exchange" ambitions.Aggiornamento della narrazione • Jan 11
COIN: Rising ETF Competition Will Pressure Trading Fees And Future Profitability
Our analyst price target for Coinbase Global has moved up from about US$190 to roughly US$209 as analysts weigh stronger product momentum, expanding use cases like stock and ETF trading, and long term margin potential against recent price target trims tied to softer Q4 trading volumes and bitcoin ETF related revenue risks. Analyst Commentary Street research on Coinbase Global currently reflects a mix of enthusiasm for the product roadmap and caution around nearer term fundamentals, trading activity, and competition.
Aggiornamento della narrazione • Dec 02
COIN: Share Price Will Gain As New Token Platform And Texas Move Unfold
Analysts have slightly lowered their price target for Coinbase Global from $385.27 to $383.46. This adjustment is due to concerns about increased competition from low-cost bitcoin ETFs and a modest reduction in projected revenue growth, even as profit margin expectations improved.Aggiornamento della narrazione • Nov 18
COIN: Share Price Will Benefit From Expansion Into Token Offerings And Texas Incorporation
Analysts have raised their price target for Coinbase Global, increasing it by nearly $3 to approximately $385. They cited strong recent earnings, optimistic revenue growth forecasts, and expanded opportunities in digital assets and blockchain applications.Aggiornamento della narrazione • Nov 03
COIN: Synergistic Blockchain Expansion Will Drive Equity Value And Sector Leadership
Coinbase Global's analyst price target has increased by $8 to $382, as analysts point to solid earnings, expanding profit margins, and emerging growth opportunities as key drivers of the upward revision. Analyst Commentary Recent analyst notes highlight a dynamic range of perspectives regarding Coinbase Global’s prospects, as Wall Street weighs solid quarterly execution against sector and company-specific headwinds.Aggiornamento della narrazione • Oct 20
Blockchain Tokenization Will Expand Markets Though Cybersecurity Risks Persist
Coinbase Global's analyst price target has been modestly increased by approximately $0.62 to $374.67 per share. Analysts point to slightly improved revenue growth expectations and strong margin trends, supported by recent research updates.Aggiornamento della narrazione • Oct 05
Blockchain Tokenization Will Expand Markets Though Cybersecurity Risks Persist
The analyst price target for Coinbase Global has been revised slightly higher to $374 from $370. Analysts point to rising revenue growth, sustained profit margins, and improved cost management as key drivers behind the update.Aggiornamento della narrazione • Sep 20
Blockchain Tokenization Will Expand Markets Though Cybersecurity Risks Persist
Analysts have modestly raised Coinbase’s price target to $370.09, citing improved regulatory clarity, new product and partnership-driven growth opportunities, and cost discipline—though near-term caution remains due to moderating trading volumes and a recent earnings miss. Analyst Commentary Bullish analysts raise price targets due to improving regulatory clarity in the crypto sector, including key policy events and Circle's IPO, which unlocks value through Coinbase's USDC partnership.Seeking Alpha • Mar 31
Coinbase: A Solid Case For Buying The Dip (Rating Upgrade)
Summary Despite recent market turmoil, Coinbase's valuation has dropped significantly, making it a compelling dip to buy. I'm upgrading the stock to a buy rating. Altcoin prices have shown resilience relative to Bitcoin's sharper drop, which may mean Coinbase's trading revenue won't fall as much as feared. Continued innovation, such as Coinbase One Premium at $300/month and Bitcoin-backed loans, is driving growth in non-transactional recurring revenue streams. Coinbase has also fallen to a very attractive ~9x forward adjusted EBITDA multiple, quite a modest valuation for such a high-growth company. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 8,291 | 2,016 | 3,802 | 2,193 | 9 |
| 12/31/2027 | 7,788 | 1,553 | 3,116 | 1,724 | 26 |
| 12/31/2026 | 6,165 | 155 | 1,758 | 2,091 | 27 |
| 3/31/2026 | 6,286 | 801 | 1,756 | 1,756 | N/A |
| 12/31/2025 | 6,883 | 1,260 | 2,426 | 2,426 | N/A |
| 9/30/2025 | 7,347 | 3,218 | 1,908 | 1,908 | N/A |
| 6/30/2025 | 6,683 | 2,861 | 3,389 | 3,389 | N/A |
| 3/31/2025 | 6,642 | 1,468 | 3,545 | 3,545 | N/A |
| 12/31/2024 | 6,293 | 2,578 | 3,104 | 3,104 | N/A |
| 9/30/2024 | 5,001 | 1,560 | 1,587 | 1,587 | N/A |
| 6/30/2024 | 4,495 | 1,483 | 1,204 | 1,204 | N/A |
| 3/31/2024 | 3,778 | 1,349 | 871 | 871 | N/A |
| 12/31/2023 | 2,927 | 95 | 673 | 673 | N/A |
| 9/30/2023 | 2,627 | -736 | 173 | 183 | N/A |
| 6/30/2023 | 2,580 | -1,278 | -554 | -529 | N/A |
| 3/31/2023 | 2,720 | -2,274 | -1,082 | -1,031 | N/A |
| 12/31/2022 | 3,149 | -2,625 | -1,585 | -1,585 | N/A |
| 9/30/2022 | 5,041 | -1,213 | -4,635 | -4,539 | N/A |
| 6/30/2022 | 5,777 | -266 | -3,887 | -3,799 | N/A |
| 3/31/2022 | 7,202 | 2,579 | 443 | 535 | N/A |
| 12/31/2021 | 7,837 | 3,097 | 3,955 | 4,038 | N/A |
| 9/30/2021 | 5,925 | 2,309 | 9,849 | 9,895 | N/A |
| 6/30/2021 | 4,928 | 1,924 | 9,715 | 9,761 | N/A |
| 3/31/2021 | 2,887 | 218 | 5,927 | 5,946 | N/A |
| 12/31/2020 | 1,275 | 108 | 275 | 294 | N/A |
| 9/30/2020 | 816 | 31 | 576 | 628 | N/A |
| 6/30/2020 | 627 | 4 | 119 | 202 | N/A |
| 3/31/2020 | 576 | -47 | 122 | 212 | N/A |
| 12/31/2019 | 523 | -30 | N/A | -81 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di COIN ( 32% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di COIN ( 32% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di COIN cresceranno in modo significativo nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di COIN ( 9.4% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di COIN ( 9.4% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di COIN sarà basso tra 3 anni ( 12.4 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 10:48 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Coinbase Global, Inc. è coperta da 44 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Koning | Baird |
| Robert Bamberger | Baird |
| Benjamin Budish | Barclays |